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Nasdaq - Delayed Quote USD

Boston Trust SMID Cap (BTSMX)

24.20
-0.32
(-1.31%)
At close: March 28 at 8:00:08 PM EDT
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  • Previous Close 24.52
  • YTD Return 0.76%
  • Expense Ratio 0.75%
  • Category Mid-Cap Blend
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 820.08M
  • Beta (5Y Monthly) 0.98
  • Yield 0.83%
  • 5y Average Return --
  • Holdings Turnover 31.51%
  • Last Dividend 0.21
  • Inception Date Nov 30, 2011

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.

Boston Trust Walden Funds

Fund Family

Mid-Cap Blend

Fund Category

820.08M

Net Assets

2011-11-30

Inception Date

More about Boston Trust SMID Cap

Performance Overview: BTSMX

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Trailing returns as of 3/27/2025. Category is Mid-Cap Blend.

YTD Return

BTSMX
0.76%
Category
17.04%
 

1-Year Return

BTSMX
7.70%
Category
50.44%
 

3-Year Return

BTSMX
5.80%
Category
13.15%
 

5-Year Return

BTSMX
11.86%
Category
13.75%
 

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Holdings: BTSMX

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Sector Weightings

SectorBTSMX
Industrials   19.14%
Financial Services   17.02%
Technology   17.01%
Healthcare   12.75%
Consumer Cyclical   11.28%
Consumer Defensive   6.52%
Real Estate   5.72%
Energy   4.97%
Utilities   3.98%
Basic Materials   1.62%
Communication Services   0.00%
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Recent News: BTSMX

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Research Reports: BTSMX

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